Financial Planning

"The beginning is the most important part of the work." – Plato

We at Shree Sidvin try to understand every client’s needs. An in-depth insight of the needs and evaluation of their existing investments and future income helps in setting an investment process required to meet the desired objectives.

The needs could include buying a house, children’s education (graduation and post graduation), retirement income or financial growth. Based on these facts we establish an asset allocation policy to meet the client's individual needs.

Our client portfolios are primarily diversified among carefully selected investment products to include mutual fund schemes (ETFs and Index Funds), insurance products, pension products, fixed income products, bonds, NCD’s, PMS or AIF and any other necessary product. Additionally, with our tracking and monitoring services we keep clients informed of their portfolio's performance and progress.

Process

Complete Assessment of Needs.
Risk profiling, current wealth, cash flow and future income growth analysis.
Comprehensive proposal outlining our recommendations to achieve the goals.
Commitment to let clients know if we can or cannot help.

Unique Financial Plan

We develop customized personal financial plans for every client. This may be to achieve financial independence or/and wealth preservation.

Cash Flow Statement

We create customized cash flow, based on which investment targets are set and all financial decisions made. We also apply our proprietary approach to every client’s situations to help them find additional cash flow to be used towards investments or spend as per their wish.

Net Worth Statement and Asset Allocation

We assess client’s current financial situation and make our recommendation for wealth creation and preservation.

Detailed Analysis of Financial Goals and Needs

We take into account a client's lifestyle, milestone objectives (retirement, education funding etc) and implement financial plans for each of one of them. We also continuously monitor the client’s lifestyle for any changes to match their current and future financial needs. This process helps in bridging any gaps and creating where necessary.

INA 200012425

INA 200012425

Financial Planning

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